Meta 3Q26 Business Update: Not Just an Ads Business?
Meta’s 3Q26 Family of Apps revenue rose 26% as Muse reached 10 million users, testing AI-agent shopping that Walmart permits while Amazon blocks.
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*QUALCOMM ISSUES WARRANT TO AMAZON FOR UP TO 25M SHARES $QCOM collab with $AMZN was not on the docket https://t.co/55eGeChsAC
A Capital on X
34-Czech based activist investor? Smells 🐟 $XRX https://t.co/iqCl3Ik2pm
A Capital on X
$FDXF - JPM initiates w/ $160 PT (9/8/26) https://t.co/A3ZD36IAcF
Odd Diligence on X
$BNC these zoomers are about to learn about crypto treasury overhead supply (+ a side of China fraud) https://t.co/gLRrZkWw0Q https://t.co/2FqMt3ApUN
SG on X
$WDH earning look pretty good at first glance. Operating / GAAP profitable, 3 cent/ADS dividend, also initiating $50M ADS repurchase. https://t.co/J4UAmSQAot
SG on X
$WDH out with what looks at first glance to be pretty good earnings. 3 cent/ADR dividend. https://t.co/NZZUQXN0Jz
Investor Letters
All letters- Vulcan Value Partners Third Quarter 2026 FBIN $4.8BIQV $44B
- White Falcon Capital Management Q3 2026 CSGP $13BCSIQ $650M
- Artisan Partners Q3 2026 AMD $905BBAESY $77B
- Matthews Asia Q3 2026
- PenderFund Capital Management Ltd. September 2026 GRID $171MPNG $1.1B
- Upslope Capital Management 2026-Q3 ICE $89BTCGGY $3.1B
- CrossingBridge Advisors Q3 2026
- Cedar Creek Partners 2026 Third Quarter MMY $186MEXCE $1.2B
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Netflix Q3 Earnings Update
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